Patriot National Bancorp Inc
PNBK- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001098146
In the last 90 days, Patriot National Bancorp Inc insiders filed 1 open-market purchase and 0 sales; 66 institutions reported holding it in 13F filings for Q2 2026, worth $16.6M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Patriot National Bancorp Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 75
- +12 vs. Q3 2025
- Shares held
- 16.7M
- +5.90M (+54.6%) vs. Q3 2025
- Total value
- $30.3M
- +$16.2M (+115.2%) vs. Q3 2025
- New holders
- 18
- 29 more added
- Sold out
- 6
- 10 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PNBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 66 | $16.6M |
| Q1 2026 | 82 | $29.1M |
| Q4 2025 | 75 | $30.3M |
| Q3 2025 | 63 | $14.1M |
| Q2 2025 | 57 | $35.0M |
| Q1 2025 | 17 | $4.46M |
| Q4 2024 | 14 | $1.56M |
| Q3 2024 | 15 | $1.94M |
| Q2 2024 | 20 | $2.63M |
| Q1 2024 | 17 | $5.75M |
| Q4 2023 | 18 | $5.95M |
| Q3 2023 | 17 | $11.0M |
| Q2 2023 | 18 | $12.3M |
| Q1 2023 | 17 | $13.1M |
| Q4 2022 | 18 | $15.6M |
| Q3 2022 | 16 | $16.4M |
| Q2 2022 | 16 | $16.9M |
| Q1 2022 | 15 | $22.4M |
| Q4 2021 | 14 | $21.0M |
| Q3 2021 | 14 | $14.4M |
| Q2 2021 | 13 | $11.9M |
| Q1 2021 | 11 | $4.00M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Patriot National Bancorp Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $2 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $4 | 0.00% | +2 | New |
| Essential Partners LLC | 3 | $5 | 0.00% | +3 | New |
| IFP Advisors, Inc | 4 | $7 | 0.00% | +4 | New |
| True Wealth Design, LLC | 6 | $11 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 7 | $13 | 0.00% | −23−76.7% | Reduced |
| The PNC Financial Services Group, Inc. | 10 | $18 | 0.00% | −255−96.2% | Reduced |
| Farther Finance Advisors, LLC | 130 | $237 | 0.00% | +130 | New |
| SBI Securities Co., Ltd. | 306 | $557 | 0.00% | −20−6.1% | Reduced |
| Sterling Capital Management LLC | 329 | $599 | 0.00% | +207+169.7% | Added |
| CWM, LLC | 617 | $1.00K | 0.00% | +66+12.0% | Added |
| Citigroup Inc | 2,158 | $3.93K | 0.00% | +13+0.6% | Added |
| Amalgamated Bank | 2,153 | $4.00K | 0.00% | +652+43.4% | Added |
| Daytona Street Capital LLC | 2,855 | $5.20K | 0.00% | +2,855 | New |
| Royal Bank of Canada | 3,094 | $6.00K | 0.00% | +2,269+275.0% | Added |
| ORG Partners LLC | 3,700 | $6.73K | 0.00% | +3,700 | New |
| International Assets Investment Management, LLC | 4,000 | $7.28K | 0.00% | +4,000 | New |
| California State Teachers Retirement System | 4,222 | $7.68K | 0.00% | +1,477+53.8% | Added |
| Ameritas Investment Partners, Inc. | 4,486 | $8.16K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,003 | $10.9K | 0.00% | −2,156−26.4% | Reduced |
| FMR LLC | 6,831 | $12.4K | 0.00% | +6,520+2,096.5% | Added |
| Legal & General Group Plc | 7,078 | $12.9K | 0.00% | +2,184+44.6% | Added |
| UBS Group AG | 10,448 | $19.0K | 0.00% | −26,383−71.6% | Reduced |
| Advisor Group Holdings, Inc. | 12,500 | $22.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,524 | $22.8K | 0.00% | +12,524 | New |
| Voya Investment Management LLC | 13,263 | $24.1K | 0.00% | +13,263 | New |
| BNP Paribas Arbitrage, SA | 14,524 | $26.4K | 0.00% | +4,737+48.4% | Added |
| Sanctuary Advisors, LLC | 15,019 | $27.3K | 0.00% | +19+0.1% | Added |
| SG Americas Securities, LLC | 16,450 | $30.0K | 0.00% | +16,450 | New |
| Suncoast Equity Management | 18,115 | $33.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,876 | $36.2K | 0.00% | +19,876 | New |
| Westmount Partners, LLC | 20,000 | $36.4K | 0.01% | +20,000 | New |
| Blue Sky Capital Consultants Group, Inc. | 20,500 | $37.3K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,185 | $40.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,436 | $41.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 24,768 | $45.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 25,795 | $46.9K | 0.00% | +98+0.4% | Added |
| Elyxium Wealth, LLC | 25,960 | $47.2K | 0.01% | −89,880−77.6% | Reduced |
| JPMorgan Chase & Co | 28,497 | $51.9K | 0.00% | +7,081+33.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,817 | $57.9K | 0.00% | +8,341+35.5% | Added |
| Susquehanna International Group, LLP | 32,532 | $59.2K | 0.00% | +32,532 | New |
| Rhumbline Advisers | 32,870 | $59.8K | 0.00% | −8,554−20.6% | Reduced |
| Larson Financial Group LLC | 37,700 | $68.6K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 38,340 | $69.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 39,123 | $71.2K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 39,556 | $72.0K | 0.00% | +39,556 | New |
| BlackDiamond Wealth Management Inc. | 50,000 | $72.0K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 43,326 | $78.9K | 0.00% | +28,870+199.7% | Added |
| New York State Common Retirement Fund | 49,544 | $90.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 59,272 | $107.9K | 0.00% | +15,516+35.5% | Added |
| Point72 Asset Management, L.P. | 65,000 | $118.3K | 0.00% | +65,000 | New |
| Morgan Stanley | 83,585 | $152.1K | 0.00% | +37,924+83.1% | Added |
| Falcon Wealth Planning | 85,000 | $154.7K | 0.01% | −20,000−19.0% | Reduced |
| Goldman Sachs Group Inc | 94,249 | $171.5K | 0.00% | +16,893+21.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100,000 | $182.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 104,000 | $189.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 107,513 | $195.7K | 0.00% | +35,052+48.4% | Added |
| Jane Street Group, LLC | 107,547 | $195.7K | 0.00% | +107,547 | New |
| Wells Fargo & Company | 111,629 | $203.2K | 0.00% | +45,400+68.6% | Added |
| Rinkey Investments | 121,828 | $221.7K | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 140,093 | $255.0K | 0.00% | +53,907+62.5% | Added |
| Charles Schwab Investment Management Inc | 168,909 | $307.4K | 0.00% | +42,751+33.9% | Added |
| Lido Advisors, LLC | 275,385 | $358.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 208,905 | $380.2K | 0.00% | +24,831+13.5% | Added |
| Axxcess Wealth Management, LLC | 213,334 | $388.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 295,000 | $536.9K | 0.00% | −3,167−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 434,748 | $791.2K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 661,454 | $1.20M | 0.00% | +72,458+12.3% | Added |
| Russell Investments Group, Ltd. | 684,009 | $1.24M | 0.00% | +680,370+18,696.6% | Added |
| Northern Trust Corp | 797,717 | $1.45M | 0.00% | +83,813+11.7% | Added |
| Curated Wealth Partners LLC | 881,297 | $1.60M | 0.17% | −50,000−5.4% | Reduced |
| Geode Capital Management, LLC | 1,621,452 | $2.95M | 0.00% | +412,624+34.1% | Added |
| Vanguard Group Inc | 1,766,896 | $3.22M | 0.00% | +480,835+37.4% | Added |
| Angel Oak Capital Advisors, LLC | 3,292,840 | $5.99M | 8.71% | +3,143,069+2,098.6% | Added |
| BlackRock, Inc. | 3,466,061 | $6.31M | 0.00% | +841,442+32.1% | Added |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −126,597−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −89,309−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −39,520−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,408−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11,737−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −246−100.0% | Sold out |